BENSON WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$124,794,161
Discretionary
$124,794,161
Non-discretionary
$0
Firm details
- CRD number
- 318898
- SEC file number
- 801-135748
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.bensonwm.com/
- Fee structure
-
Percentage of AUM
As of October 2026.